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Technology Stocks : IBM
IBM 318.85+1.6%11:54 AM EST
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To: art slott who wrote (7367)10/5/2001 9:45:32 AM
From: Kirk ©  Read Replies (1) of 8218
 
"And they've already shipped 25 million of the copper ones. It's a milestone. It took Intel more than a decade to ship that many chips of any kind."

I am an IBM fan, don't get me wrong, but that statement of Doherty is really lame.

Intel BUILT the market... pretty easy to match a given NUMBER of chips built 10 yrs ago after the market has been growing exponentially for decades where Intel has been a true leader.

Now, if IBM matched square inches of Silicon as a percentage of square inches built in half the time, then I might do more than yawn.

For example, perhaps the 25M chips were single transistors in SO packages.... or were these full sized microprocessors? but more important is what percentage of the market is this? If you are building on 300mm wafers, it is far easier to get to 25M anything than if you were building on 150mm wafers.

Kirk
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